1031 Exchange Properties

1031 Exchange Replacement PropertyRonald D. Birnbaum, CLU®, ChFC®, CASL® has been working with tax-deferral strategies since 1995.  His combination of real estate expertise and financial planning background allows him to help his clients try to obtain the most appropriate 1031 replacement properties according to current and likely future economic conditions.  Since 2003 Ron has specialized in 1031 exchange properties and other tax-deferral methods. Not all real estate sales qualify for a 1031 exchange.  In some cases, Ron’s affiliation with The Estate Planning Team allows him access to a proprietary system for deferring taxes on any capital asset.  This could range from real estate to the sale of a business.  The Estate Planning Team is a group of attorneys, CPAs, and financial advisors who offer a proprietary system to defer income taxes.

1031 Exchange PropertiesUnderstanding 1031 Exchange Properties Investments

Ron makes the 1031 exchange process easy for clients to understand.  He guides you through the process, which includes: helping you choose a qualified intermediary, finding and purchasing suitable 1031 replacement properties, and providing you with any help you need well after your exchange has been completed.

Complimentary Consultation

Contact us at info@creativewealthadvisors.net  for a complimentary consultation.  Our office is based in Massachusetts but we are able to work with investors and exchange properties in any of the locations notated in the footer below.

This information is not intended to be a substitute for specific tax, legal, or investment planning advice. We suggest you discuss your specific tax issues with a qualified tax advisor.

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